Mutual Fund Screeners

Help to choose the best fund for you!

Mutual fund screeners help you to learn which types of funds are available, and how to choose the right one for your needs. They perform a similar function to stock screeners but include a range of search criteria that are of particular interest to mutual fund investors.

With a database of more than 13,000 funds, Morningstar's powerful Mutual Fund Screener helps investors find the right mutual funds to buy.

Morningstar analysts have built some starter screens. Examples of these include ...

  • Solid Small-Growth Funds
  • Standout Foreign-Stock Funds
  • Conservative Bond Funds
  • Little Funds with Big Returns
Alternatively, users can select from a range of criteria to base a search on, including ratings of funds based on Morningstar research.

Yahoo Finance also provides starter screens including ...

  • Head of the Class
  • Top Rated International Equity Funds
  • High Asset Funds
  • Losers & Laggards
Of particular interest for value investing, Yahoo Finance allows value investors to search for large-value, mid-cap value or small-value funds.

Other search criteria include by Rating, Performance Return, Purchasing requirement and fees, and Holdings.

To Conclude ...

With so many funds to choose from, it is not hard to work out that a mutual fund screener would be a very helpful tool!

And this applies particularly to investors who do not have time to adopt a value investing approach with individual stock purchases, but who are prepared to invest with fund managers who do.

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